Latest Institutional Purchases of First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This list provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$228K - $238K
|
8.6K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.88KNew |
$209K - $218K
|
7.88K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7.74K+ 7.46% |
$205K - $214K
|
111K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
7.7KNew |
$204K - $213K
|
7.7K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.4KNew |
$196K - $205K
|
7.4K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.93K+ 8.0% |
$184K - $192K
|
93.6K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.65KNew |
$176K - $184K
|
6.65K
$185K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 3.8% |
$175K - $183K
|
181K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.73K+ 0.88% |
$152K - $158K
|
655K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.5KNew |
$146K - $152K
|
5.5K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.44K+ 5.11% |
$144K - $150K
|
112K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.3K+ 12.64% |
$141K - $146K
|
47.2K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.29K+ 33.91% |
$140K - $146K
|
20.9K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.75K+ 31.68% |
$126K - $131K
|
19.7K
$549K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.19K+ 9.5% |
$111K - $116K
|
48.3K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.15K+ 11.4% |
$110K - $115K
|
40.5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.44K+ 0.45% |
$91.1K - $94.9K
|
760K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.36KNew |
$89.1K - $92.9K
|
3.36K
$93.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 31.57% |
$86.7K - $90.4K
|
13.6K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.22K+ 3.95% |
$85.4K - $89K
|
84.8K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.97K+ 8.13% |
$78.9K - $82.2K
|
39.6K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.55K+ 4.72% |
$67.5K - $70.3K
|
56.5K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29K+ 25.49% |
$60.8K - $63.4K
|
11.3K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.25K+ 12.88% |
$59.7K - $62.2K
|
19.7K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.23K+ 1.99% |
$59.1K - $61.6K
|
114K
$3.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.03K+ 20.94% |
$53.9K - $56.2K
|
11.7K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.95K+ 2.95% |
$51.8K - $54K
|
68.2K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.9K+ 6.21% |
$50.4K - $52.5K
|
32.5K
$902K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.77K+ 8.53% |
$46.9K - $48.9K
|
22.5K
$625K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.63K+ 1.63% |
$43.3K - $45.1K
|
102K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.52KNew |
$40.4K - $42.1K
|
1.52K
$42.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.07K+ 0.53% |
$28.4K - $29.6K
|
201K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
948+ 1.77% |
$25.1K - $26.2K
|
54.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
874+ 0.74% |
$23.2K - $24.2K
|
119K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
854+ 10.92% |
$22.6K - $23.6K
|
8.67K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
655+ 1.58% |
$17.4K - $18.1K
|
42.2K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
575+ 2.47% |
$15.2K - $15.9K
|
23.8K
$662K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
480+ 0.91% |
$12.7K - $13.3K
|
52.9K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
465+ 3.53% |
$12.3K - $12.9K
|
13.7K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
264+ 2.73% |
$7K - $7.3K
|
9.94K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
249+ 1.48% |
$6.6K - $6.88K
|
17K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
211+ 14.7% |
$5.6K - $5.83K
|
1.65K
$45.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
100+ 0.54% |
$2.65K - $2.76K
|
18.7K
$519K
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
39.1K+ 57.91% |
$916K - $1.04M
|
107K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$534K - $605K
|
22.8K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$53.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$380K - $430K
|
16.2K
$450K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.07K+ 8.37% |
$213K - $241K
|
117K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.11KNew |
$190K - $215K
|
8.11K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$146K
|
|